Independent Wealth Network Inc. Spdr Portfolio S&P 600 Small C Transaction History
Independent Wealth Network Inc.
- $291 Million
- Q3 2025
A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Independent Wealth Network Inc. holds 8,600 shares of SPSM stock, worth $394,998. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,600
Previous 8,561
0.46%
Holding current value
$394,998
Previous $364,000
9.34%
% of portfolio
0.14%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding SPSM
# of Institutions
972Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$288 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio